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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,684 | $84,236-70.7% | $170,435-85.5% | $70,126-64.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.35% | 23.06%-10.7pp | 205.94%-193.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $235 | $3,387-93.1% | $5,432-95.7% | $2,343-90.0% |
| Participant deferral / active EE | $1,304 | $3,086-57.7% | $4,939-73.6% | $3,332-60.9% |
| Admin fee / account holder | $4,741 | $5,698-16.8% | $13,881-65.8% | $4,645+2.1% |